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Info

This guide will lead you through the process of Salesforce Classic integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving.  

Requirements: 

  • WMS version: 5.01 or higher
  • Wildix UC-Business or UC-Premium license 
  • Salesforce license with access to the Classic Platform
  • Activated Salesforce Payment Plan to set up Call Center, check the prices here
  • Your Salesforce domain should be whitelisted on the PBX

Created: June 2019

Updated: January 2023

Permalink: https://wildix.atlassian.net/wiki/x/AArOAQ


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titleFeatures

  • Click-to-call

  • Call History
  • Search Bar for the contacts
  • Auto-detect existing contact and redirect to his page

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  • Choose Advanced User Details subcategory
  • Press the Edit button
  • Scroll down to the Call Center field and press the Magnifier button


Step - 3

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You see a popup with two options:

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Choose Wildix Classic Call Center and click Save.

Switch


Note

In order to switch to Salesforce Lightning you also need to change Lighten Call Center.  

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